Peachtree Investment Partners’s Vanguard Energy ETF VDE Stock Holding History

Peachtree Investment Partners’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$113K	Buy	+656	New	+$99.2K	0.04%	99
2023 Q3	–	Sell	-104	Closed	-$11.8K	–	113
2023 Q2	$11.8K	Buy	+104	New	+$11.7K	0.01%	102
2022 Q3	–	Sell	-454	Closed	-$45K	–	96
2022 Q2	$45K	Buy	+454	New	+$50.8K	0.03%	83
2021 Q1	–	Sell	-1	Closed	–	–	100
2020 Q4	$0	Buy	+1	New	+$47	﹤0.01%	96

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peachtree Investment Partners's VDE Position: Q1 2026 in Review

Peachtree Investment Partners opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 656 shares worth $113K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings. This is a return to the name: Peachtree Investment Partners previously reported a position in VDE as recently as Q2 2023.

Peachtree Investment Partners first reported a position in VDE in Q4 2020 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Peachtree Investment Partners held 656 shares of Vanguard Energy ETF worth $113K as of Q1 2026.
Vanguard Energy ETF was a new Peachtree Investment Partners position in Q1 2026.
Vanguard Energy ETF made up 0.04% of Peachtree Investment Partners's portfolio in Q1 2026, its #99 holding.
Peachtree Investment Partners first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 4 quarters since.
775 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.